ESG and IPOs: ESG Affects IPO Investing but Pre-IPO Research Is Scarce
The intersection of ESG and initial public offerings is a treacherous corner in the ESG landscape. ESG is highly material and uniquely relevant to...
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CRC: Leading Multi-Format Retailer in Thailand
We initiate coverage of CRC with a BUY rating, based on a target price of Bt45.5, which is derived from a DCF methodology (12% WACC, 2% TG). Our...
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Tesco/CP Group: Is Thai Asset Sale at Risk of a Deal Break?
Despite the announcement of a 5bn GBP special dividend and a favourable macro environment for grocery, Tesco PLC (TSCO LN) shares have been...
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COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk
The COVID-19 pandemic is, above all else, a human health crisis. But it's a multidimensional crisis that serves as a poignant lesson in global...
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Snippets #38: AWC's New Sacred Bull, Buyback Bonanza
Five interesting news flow/ development we picked up over the last month that could impact Thai equities: AWC's New Tallest Building. Charoen's...
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